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Abundance Wealth Planning Financial Consulting

We are a financial life planning practice that integrates coaching with financial planning and focuses on serving people looking for less stress / more ease with money. We are also a fee-only fiduciary that doesn't take commissions, referral fees, or other compensation from 3rd parties.

Website: farther.com

Phone: (510) 933-8347

Cross Streets: Near the intersection of Balentine Dr and Cabrillo Way

Interested in our services?

Open now

  • Wed 9:00 AM - 5:00 PM

39899 Balentine Dr, Ste 200 Newark, CA 94560 ·2326.24 mi

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Reviews

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Adam W. 10/09/20

Joseph possesses a great mix of financial knowledge, non-violent communication skills, personal growth techniques, and business experience. I didn't know what to expect when I started consulting...

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David C. 04/22/23

Joseph helped both my partner and I through a bad time. Both her parents died within a year, the house was sold, profits divided. A cancer diagnosis also threw a wrench into our plans, but Joseph...

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Spencer L. 08/13/21

It's been a wonderful experience working with Joseph over the last year on our business & personal financial planning. Partnering with a fiduciary in the Bay area was really important to us....

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William M. 08/24/21

Joseph had really solid personalized advice for financial and life planning. I came away with a clear vision for both short and long term finances as well as how they might interact with my...

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Gordon L. 07/19/21

My wife and I have worked with Joseph for just about 8 months and we are very pleased with his service, professionalism, demeanor and holistic approach on finances. My wife and I are far from...

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